Updated August 26, 2024

When Someone Asks about “Goals” they are refering this Chat feature.

Overview of "Goals" in Chat

In Chat, Goals are a powerful feature that allows you to capture specific information from user interactions and store it directly in GoHighLevel (GHL) custom fields or trigger specific tags. This functionality is essential for automating data collection and organizing critical information within your GHL system, making it easier to manage customer data and trigger automated workflows.

How "Goals" Work

When a Chat bot interacts with a user, it asks questions and collects responses based on the prompts you've set up. The Goals feature is used to capture these responses and either populate custom fields in GHL or trigger specific tags. This ensures that the information gathered during the conversation is not only collected but also stored and acted upon appropriately within GHL.

For example, you can set up a Goal to capture a user’s marketing budget and automatically store it in a corresponding custom field in GHL. Similarly, if a user provides their address during the conversation, you can set a Goal to capture this information and store it in the appropriate field.

Setting Up "Goals" in Chat

To set up Goals in Chat, follow these steps:

1. Create a Bot in Chat
   • Start by creating a bot in Chat.
2. Add a Goal During Bot Creation
   • Once you’ve set the Bot parameters, croll to the bottom of the bot creation page.
   • Here, you will find an option labeled "Add a Goal". Click on this option to start configuring a Goal for your bot.
3. Choose the Goal Type
   • Select the appropriate Goal Type:
     • Custom Field: Use this type if you want to store the user’s response in a specific GHL field.
     • Tag: Use this type to trigger a specific tag in GHL based on the user's response.
4. Name the Goal
   • Enter the Goal Name, which should exactly match the name of the custom field or tag in GHL. For example, if you are capturing the user's address, the Goal name should be "Address."
5. Set the Goal Description
   • Provide a clear Goal Description that guides the AI on what to do with the user’s response. For instance:
     • For a custom field Goal named "Marketing Budget," the description might be: "Capture and store the user’s monthly marketing budget."
     • For a tag Goal named "Interested Lead," the description could be: "Trigger this tag when the user expresses interest in our premium service."
6. Test the Goal
   • After setting up your Goals, test the bot by running a conversation. Ensure that the responses are correctly captured in the custom fields or that the tags are triggered as expected. Adjust the Goal descriptions if necessary to ensure accuracy.

Practical Examples

• Capturing a Marketing Budget:

  • Goal Name: Marketing Budget
  • Goal Description: Capture and store the user’s monthly marketing budget in the 'Marketing Budget' field.

  Outcome: The bot asks for the user’s monthly marketing budget, and the response is automatically saved in the GHL custom field "Marketing Budget."

• Capturing a User’s Address:

  • Goal Name: Address
  • Goal Description: Store the user’s address in the 'Address' field.

  Outcome: The bot asks for the user’s address, and the response is stored in the GHL custom field "Address."

• Triggering a Tag for Service Interest:

  • Goal Name: Interested Lead
  • Goal Description: Trigger this tag when the user expresses interest in our premium service.

  Outcome: If the user indicates interest in a premium service, the AI triggers the "Interested Lead" tag in GHL, which could initiate a tailored follow-up sequence.